User Management Dashboard

Superuser admins can create new users with two options

    1. Single user creation

  • Define user contact info
  • Set account preferences & settings (optional)
  • Assign business accounts for purchases and self-service (limited to accounts the admin has access to)
  • Set if they are a subordinate account admin
  • Set any payment method restrictions
  • Set if they can access and use sales quotes
  • Set if they must use Funds when making purchases
  • Invite Confirmation
  • Confirmation screen that activation request is sent to sub-users & next steps

    2. Sub-User Account Activation

  • Sub-user needs to respond to invite sent to their email to set their password, industry & accept site terms & conditions
  • Subuser Account Activation email
  • Managed user receives an account activation email notification
  • The email will expire after 10 days; in that case, they will receive a message the activation email expired but will be able to request a new verification email from that screen
  • Account Activation
  • New managed purchasers will do the following:
  • Set their login password
  • Set their Account Security Question & Answer used for forgotten password or username
  • Set their account industry (regulatory purposes)
  • Agree to website Terms & Conditions
  • Account Activation Confirmation
  • Confirmation screen that activation request is sent to sub-users & next steps
  • Sub-User Account Activation
  • Sub-user needs to respond to invite sent to their email to set their password, industry & accept site terms & conditions

Bulk import user creation

  • Download template & complete​
  • Download template and input first & last name, phone #, email address, username, shipping account assignments​
  • Information for each field must follow data validation rules for acceptable limits and any forbidden characters
  • Import confirmation and send invites​
  • On import, data validation rules will be applied and inform users of any violations​
  • If there processing errors, an error report can be downloaded with details​
  • On successful import, Super User then clicks on “Send Invites” triggering user activation email
  • Invite Confirmation ​
  • Confirmation screen that activation request is sent to sub-users & next steps​
  • Sub-User Account Activation​
  • Sub-user needs to respond to invite sent to their email to set their password, industry & accept site terms & conditions​
  • Super User can track status in User Admin section

User Management page

  • Single view of all purchasers/web users that a web administrator can manage entitlements and web settings and manage assignments
  • Reassign user as super user
  • Reassign approvers
  • Set dollar rules
  • Assign sub users and settings
  • Business account access
  • Account preferences
  • Payment preferences

Hierarchical reporting view (use screenshot from PPT slide 13)

For customers that have many subusers organized within a hierarchy, a reporting structure exists to let users view and manage users through the business hierarchy created 

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